Adam Bernard is a CFP-designated registered investment advisor, based in Boardman, OH, with 9 years of industry experience.
Location
8286 South Ave, Bldg A, Boardman, OH, 44512
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Adam is an advisory representative of a registered investment advisor (RIA) and a financial planner through multiple DBAs. He also owns accounting/bookkeeping/payroll services businesses.
Employment History
Current Registrations
Raymond James Financial Services, INC.
January 2026 - Present · 8 mos
Raymond James Financial Services Advisors, INC
January 2026 - Present · 8 mos
Raymond James Financial Services, INC.Broker
January 2026 - Present · 8 mos
Previous Registrations
Cambridge Investment Research Advisors, INC.
July 2023 - January 2026 · 2 yrs 6 mos
Cambridge Investment Research, INC.Broker
July 2023 - January 2026 · 2 yrs 6 mos
Equitable Advisors, LLC
March 2017 - July 2023 · 6 yrs 4 mos
Equitable Advisors, LLCBroker
September 2016 - July 2023 · 6 yrs 10 mos
State Registrations19 states
ALCACOFLGAINMDMINCNHNYOHPASCTNTXUTVAWA
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.